Civic Intelligence

Wallerstein Foundation for Geriatri C Life Improvement Inc.

990PF • Fiscal year 2021 • EIN 22-3052726

Jul 01, 2020 to Jun 30, 2021 • Filed on Aug 26, 2021

Organization Profile

View Organization Page

11 Hancock DriveFlorham Park, NJ 07932-2306

(973) 731-2500

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Liabilities / Revenue

30th percentile

0.01x

Higher debt load relative to revenue than 30% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Net Margin

30th percentile

2.4%

Higher net margin than 30% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Source year 2021

Top Officer Pay

48th percentile

$83,333

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 12.3% of source-year revenue.

2021 filings • $5M-$10M nonprofits • Source year 2021

Asset Growth

26th percentile

0.2%

Faster asset growth than 26% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Revenue Growth

97th percentile

756%

Faster revenue growth than 97% of similar nonprofits.

2021 filings • $5M-$10M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$9,995,609

Up $20,117 (+0.2%) from 2020

Net Assets

$9,989,902

No earlier filing loaded for comparison.

Liabilities

Up

$5,707

Up $3,810 (+201%) from 2020

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin30th percentile

Revenue

Up

$677,467

Up $598,354 (+756%) from 2020

Expenses

Down

$661,160

Down $16,659 (-2.5%) from 2020

Net Income

Up

$16,307

Up $615,013 (+103%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2011: $9,614,726Liabilities 2011: $5,5422011Assets 2012: $9,485,238Liabilities 2012: $5,2652012Assets 2013: $9,735,310Liabilities 2013: $23,1472013Assets 2014: $9,420,430Liabilities 2014: $3,9622014Assets 2015: $9,386,875Liabilities 2015: $62,0592015Assets 2016: $9,812,102Liabilities 2016: $52,0432016Assets 2020: $9,975,492Liabilities 2020: $1,8972020Assets 2021: $9,995,609Liabilities 2021: $5,707Net Assets 2021: $9,989,9022021Assets 2022: $9,915,495Liabilities 2022: $4,020Net Assets 2022: $9,911,4752022Assets 2023: $9,565,715Liabilities 2023: $18,575Net Assets 2023: $9,547,1402023Assets 2024: $9,142,508Liabilities 2024: $3,575Net Assets 2024: $9,138,9332024Assets 2025: $9,114,129Liabilities 2025: $4,064Net Assets 2025: $9,110,0652025

Highlighted filing

2021

Assets$9,995,609
Liabilities$5,707
Net Assets$9,989,902
Open 2021 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500K-$1.0MRevenue 2011: $1,317,241Expenses 2011: $935,840Net Income 2011: $381,4012011Revenue 2012: $940,530Expenses 2012: $1,069,741Net Income 2012: -$129,2112012Revenue 2013: $1,184,564Expenses 2013: $952,374Net Income 2013: $232,1902013Revenue 2014: $725,200Expenses 2014: $1,020,895Net Income 2014: -$295,6952014Revenue 2015: $753,972Expenses 2015: $845,624Net Income 2015: -$91,6522015Revenue 2016: $1,019,489Expenses 2016: $584,246Net Income 2016: $435,2432016Revenue 2020: $79,113Expenses 2020: $677,819Net Income 2020: -$598,7062020Revenue 2021: $677,467Expenses 2021: $661,160Net Income 2021: $16,3072021Revenue 2022: $625,495Expenses 2022: $703,922Net Income 2022: -$78,4272022Revenue 2023: $234,291Expenses 2023: $598,626Net Income 2023: -$364,3352023Revenue 2024: $282,240Expenses 2024: $690,447Net Income 2024: -$408,2072024Revenue 2025: $646,775Expenses 2025: $675,643Net Income 2025: -$28,8682025

Highlighted filing

2021

Revenue$677,467
Expenses$661,160
Net Income$16,307
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Aug 26, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SUSAN E PERLIKSecretaryPT$83,333-$83,333
LESLEY W BUNNDirector-$0--
DEBRA W WILLIAMSDirector-$0--
MITCHEL B WALLERSTEINPresidentPT$0--
MATTHEW P WALLERSTEINVice-Preside-$0--
LEAH P WALLERSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Wallerstein Foundation for
EIN
22-3052726
Phone
9737312500
Address
11 HANCOCK DRIVE, FLORHAM PARK, NJ 07932-2306

Signing Officer

Name
Mitchel B Wallerstein
Title
President
Phone
9737312500
Signed
2021-08-26

Preparer

Firm
Andrew Wolcott CPA
Address
11 HANCOCK DR, FLORHAM PARK, NJ 07932-2306
Preparer
Andrew Wolcott CPA
Phone
9735930033
Raw XML Appendix336 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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AccountingFeesSchedule/AccountingFeesDetail/Amt15000
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt15000
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IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0MITCHEL B WALLERSTEIN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0807 DAVIS STREET UNIT 601
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0EVANSTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd060201
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
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IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0INSTRUCTIONS ARE PROVIDED ON THE FOLLOWING WEB PORTAL REGARDING THE FORMAT AND SPECIFIC INFORMATION THAT MUST BE INCLUDED IN THE APPLICATION. HTTPS://WEBPORTALAPP.COM/APPFORM/LOGIN/WALLERSTEINFOUNDATI ON_GRANT.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0DR SUSAN PERLIK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09737312500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0807 DAVIS STREET UNIT 601
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0EVANSTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd060201
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0THE FOUNDATION GENERALLY MAKES GRANTS TO ORGANIZATIONS IN THE NEW YORK METROPOLITAN AREA, ALTHOUGH GEOGRAPHIC EXCEPTIONS ARE MADE ON OCCASION. THE FOUNDATION'S PHILANTHROPIC FOCUS IS ON GERIATRIC LIFE IMPROVEMENT, AND VIRTUALLY ALL SUCCESSFUL APPLICATIONS WILL CONCERN AGING PROGRAMS OR RESEARCH ON AGING. THE FOUNDATION WILL ONLY MAKE GRANTS TO ORGANIZATIONS THAT CAN PROVIDE THEIR IRS 501(C)(3) LETTER OF APPROVAL AND A COPY OF THEIR MOST RECENT IRS TAX RETURN FILING.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0THERE ARE NO SUBMISSION DEADLINES.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0469468
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0(SEE SCHEDULE ATTACHED)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0(SEE SCHEDULE ATTACHED)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0469468
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0266800
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0202668
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0558426
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0469468
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0291626
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0202668
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt06989
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt06989
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt03915
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0EXCHANGES RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1PAYROLL TAXES PAYABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2FEDERAL EXCISE TAX OVERPYMT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE SUPPLIES & EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2TELEPHONE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3DUES AND SUBSCRIPTIONS AND LI
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4COMPUTER & INTERNET EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6MEALS AND ENTERTAINMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7INSURANCE - WORKMANS COMP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc8INSURANCE - LIABILITY
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc9INSURANCE REFUNDS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc10MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07684
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt1161
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3-1122
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07684
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1161
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2250
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3-1122
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt01897
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXCHANGES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1FEDERAL EXCISE TAX PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc2PAYROLL TAXES PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt02932
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt12775
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt058565
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt11550
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0J.P. MORGAN CHASE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1ALTIGRO PENSION CONSULTANTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt058565
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt11550
TaxesSchedule/TaxesDetail/Amt06847
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL EXCISE TAX - FORM 990-PF
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHEL B WALLERSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09737312500
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WALLERSTEIN FOUNDATION FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0GERIATRIC LIFE IMPROVEMENT
ReturnHeader/Filer/BusinessNameControlTxt0WALL
ReturnHeader/Filer/EIN0223052726
ReturnHeader/Filer/PhoneNum09737312500
ReturnHeader/Filer/USAddress/AddressLine1Txt011 HANCOCK DRIVE
ReturnHeader/Filer/USAddress/CityNm0FLORHAM PARK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd0079322306
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0222942879
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANDREW WOLCOTT CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt011 HANCOCK DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FLORHAM PARK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0079322306
ReturnHeader/PreparerPersonGrp/PhoneNum09735930033
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANDREW WOLCOTT CPA
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-05T11:59:36-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MITCHEL B
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WALLERSTEIN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,995,609
Liabilities
$5,707
Net assets
$9,989,902
Revenue
$677,467
Expenses
$661,160
Net income
$16,307
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$9.11$0.00$9.11$0.65$0.68$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.14$0.00$9.14$0.28$0.69$0.41
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$9.57$0.02$9.55$0.23$0.60$0.36
2022Detailed filing. Detailed filing data is available for this year.$9.92$0.00$9.91$0.63$0.70$0.08
2021Detailed filing. Detailed filing data is available for this year.$10.00$0.01$9.99$0.68$0.66$0.02
2020Summary only. Only limited summary data is available for this year.$9.98$0.00$0.08$0.68$0.60
2016Summary only. Only limited summary data is available for this year.$9.81$0.05$1.02$0.58$0.44
2015Summary only. Only limited summary data is available for this year.$9.39$0.06$0.75$0.85$0.09
2014Summary only. Only limited summary data is available for this year.$9.42$0.00$0.73$1.02$0.30
2013Summary only. Only limited summary data is available for this year.$9.74$0.02$1.18$0.95$0.23
2012Summary only. Only limited summary data is available for this year.$9.49$0.01$0.94$1.07$0.13
2011Summary only. Only limited summary data is available for this year.$9.61$0.01$1.32$0.94$0.38